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THE OPERATOR'S LENS
Analysis
Companies read the way an operations manager reads a building's monthlies: labour, capex, operating leverage, and what the filings say versus what the story says. Every number comes from the site's own tables or a named filing. One piece most days.
EXPLAINER · PLAN TRADES · OCT 1, 2026 · 5 MIN
When an insider sale was decided months ago
Paycom’s founder just told the SEC his bank may sell up to 1.09 million of his shares between December and June. Come December, that will look like a decision. It was made in September. How Rule 10b5-1 plans work, and why the tracker now tags them.
ACTIVISTS · SCHEDULE 13D · SEP 28, 2026 · 5 MIN
Who bought 5% this week, and what they said they want
Cross 5% of a company with any intent beyond sitting still and you have five days to tell the SEC why. The first week of September brought a fund that switched from passive to not, a founder setting up a sales plan, and a rights offering in the oil patch.
INSIDER ROUNDUP · CANADA · SEP 25, 2026 · 5 MIN
What Canadian insiders bought in August
1,015 open-market buys worth $104 million from August 1 to September 2, against $457 million of selling. Gold names took the biggest cheques, and three companies drew five or more insiders at once.
CONGRESS · DISCLOSURE LAG · SEP 22, 2026 · 5 MIN
How late Congress files its trades
The STOCK Act gives a member 45 days to disclose a trade. On the 3,418 trades we track, 920 missed it. Most of the lateness comes from a handful of people filing in batches.
FILINGS · 10-K ITEM 1A · SEP 19, 2026 · 5 MIN
Apple rewrote a third of its risk factors. Here is what moved.
Two annual reports, 314 sentences each, and only one in three survived untouched. Tariffs, a new line on AI training data, and a quieter word about where the iPhone gets built.
EXPLAINER · OPERATOR LENS · SEP 15, 2026 · 8 MIN
Stock buybacks: rocket fuel or smoke machine?
US companies spend around a trillion dollars a year buying their own shares. Sometimes that compounds your ownership; sometimes it launders stock-based compensation. How to tell which one you own.
EXPLAINER · OPERATOR LENS · SEP 14, 2026 · 9 MIN
How to read an earnings report like an operator
Skip the headline EPS beat. A business operator reads an earnings report in a different order — cash first, guidance second, footnotes always. The 20-minute routine.
EXPLAINER · DIVIDENDS · SEP 13, 2026 · 7 MIN
How DRIP compounding actually works
Dividend reinvestment is the most boring wealth machine ever invented. The mechanics, the math, and the mistakes that quietly break it.
EXPLAINER · BIG MONEY · SEP 12, 2026 · 8 MIN
How to follow the big funds without copying them blindly
Every quarter, the biggest investors on earth must show their hands. 13F filings are free, public, and widely misused. What they reveal, what they hide, and how to read them like an adult.
COPY-TRADE · THE LEADERBOARD · SEP 11, 2026 · 6 MIN
If you had copied Congress
Buy what a member of Congress bought, on the day the public found out, equal weight, up to 15 positions, and hold. Five of fifteen members beat the S&P 500. Two of eleven famous funds did.
TSX · THE ISSUER LIST · SEP 10, 2026 · 6 MIN
What is actually listed in Canada
TMX lists 3,765 things. 1,756 of them are funds. Of the 2,009 operating companies, 666 are on the TSX and worth C$6 trillion together, and 1,343 are on the Venture exchange and worth C$126 billion. Six banks are a third of everything.
SHORT WATCH · FINRA · SEP 9, 2026 · 5 MIN
What the shorts did in early August
FINRA’s mid-August report: 54.3 billion shares short across 22,482 issues, a billion fewer than two weeks earlier. Beyond Meat shorts covered 96 percent of their position. Enbridge shorts more than doubled theirs.
FILINGS · 8-K ITEM 3.01 · SEP 8, 2026 · 5 MIN
Thirteen delisting notices in two days, and what each one means
On September 3 and 4, thirteen companies we track filed an 8-K under Item 3.01. Three were a bid under a dollar, four were a balance-sheet shortfall, three were a late quarterly report, and two were companies that had just been bought.
PUNDIT SCORES · BNN AND CNBC · SEP 7, 2026 · 5 MIN
Five pundits, 41 picks, marked against the index
Every top pick from five television regulars since February, entered at the close on the day it aired and marked every night against its market’s index. 15 of 41 are ahead. The average is 1.8 points behind.
INSIDER ROUNDUP · SEP 6, 2026 · 2 MIN
Insiders bought these 5 stocks last week
The week's largest open-market insider buys, Sep 5: PBLSX, RSG, LILA, GPI, AON.
EXPLAINER · SHORT WATCH · SEP 4, 2026 · 8 MIN
What short interest actually tells you
A big short position is not a prediction that a stock will fall — it is a bet with a receipt attached. How to read short interest, what the professionals see in it, and the traps retail investors fall into.
EXPLAINER · US MARKETS · SEP 1, 2026 · 7 MIN
Cluster buying: the strongest insider signal there is
One executive buying their own stock is interesting. Three of them buying in the same week is a different animal entirely — the research agrees, and it is the pattern our tracker is built to catch.
EXPLAINER · CANADA · AUG 29, 2026 · 8 MIN
Norbert’s Gambit: the cheap way Canadians buy US dollars
Your broker quietly takes up to 2% every time you convert CAD to USD. Norbert’s Gambit cuts that to almost nothing using a dual-listed stock. The full mechanics, the risks, and when it isn’t worth it.
EXPLAINER · INVESTING · AUG 26, 2026 · 8 MIN
Lump sum vs. dollar-cost averaging: the math and the psychology
The research says invest it all at once. The stomach says spread it out. Both are answering a real question — the trick is knowing which question is yours.
METHODOLOGY · THE BOARD · AUG 26, 2026 · 7 MIN
How we score every call (and why most sites never will)
Every pick on this site — mine, the bot’s, the pundits’ — is stamped with a date, an entry price, and a benchmark, then marked to market daily. The full methodology, published so you can attack it.
EXPLAINER · THE TRACKER · AUG 26, 2026 · 8 MIN
How to actually read insider filings
Insiders must report when they buy their own stock — but the raw filings are nearly unreadable. What the codes mean, which signals matter, and which are noise.
EXPLAINER · ACCOUNTS · AUG 26, 2026 · 9 MIN
TFSA vs. RRSP for market investors
The decision every Canadian investor makes badly at least once — documented, not advised. The rules, the math, and where each account actually shines.
THE RULES — METHODOLOGY · AUG 23, 2026 · 4 MIN
How this site keeps score
Every pick on this site goes on a public board with a date, a price, and a thesis — and stays there. Here is exactly how the scoring works.